Joshua Petty
Monument
Summary
Dynamic professional with a proven track record in customer support and data entry proficiency, developed at American Family Insurance and further refined at USAA. Demonstrated excellence in building client relationships and solving complex problems, leading to significant enhancements in customer satisfaction. Expertise in utilizing active listening and technical skills to streamline the customer experience during claims processing. Adaptability to work independently during late nights and weekends has fostered a strong ability to support team members effectively.
Overview
13
13
years of professional experience
Work History
Licensed Insurance Sales Professional
USAA Insurance
02.2025 - Current
- Develop customized insurance solutions to meet diverse client needs.
- Efficiently resolve complex customer inquiries by leveraging deep understanding of policy details and available resources.
- Maintaining up-to-date knowledge of industry regulations, enabling accurate advice and policy recommendations.
- Conduct comprehensive policy reviews to ensure optimal coverage and compliance.
- Educate clients on insurance products, enhancing understanding and engagement.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Collaborate with underwriters to ensure accurate policy issuance and prompt claim resolution.
- Conduct comprehensive risk assessments for clients, recommending appropriate coverage levels to mitigate potential losses.
Claims Care Center Representative
American Family Insurance
01.2017 - 11.2024
- Assisted with intake and handling of claims.
- Set up initial services, assisted with informing insureds and claimants with questions and notated claims with potential relevant claim information gleaned from conversation.
- Practiced de-escalation methods when working with clients that were undergoing stressful situations.
- Learned from various employees in different departments on how best to assist with claims handling.
Sales Associate
Bass Pro Shops
08.2016 - 01.2017
- Built relationships with customers to encourage repeat business.
- Maintained calm demeanor and professionally managed issues in busy, high-stress situations.
- Answered customer questions about sizing, accessories, and merchandise care.
- Provided positive first impressions to welcome existing, new, and potential customers.
- Engaged with customers to build rapport and loyalty.
- Educated clients on current promotional offerings and products using persuasive selling tactics.
Waiter/Host
O'Hana Japanese Steakhouse
05.2013 - 06.2016
- Managed high volume of customers during peak hours, maintaining prompt and efficient service.
- Utilized strong multitasking skills to manage multiple tables simultaneously while maintaining a high level of attention to detail.
- Enhanced customer satisfaction by providing attentive service and anticipating guest needs.
- Remained calm and poised when dealing with difficult customers or during busy shifts.
- Assisted in training new waitstaff, sharing best practices and improving overall team performance.
Education
High School Diploma -
Kickapoo High School
3710 S Jefferson Ave, Springfield, MO 6580706-2013
Skills
- Customer support & relations
- Goal-oriented mindset
- Data entry proficiency
- Client relationship building
- Technical aptitude
- Problem-solving
- Active listening
- Follow-up skills
- Contract review and analysis
- Teamwork and collaboration
- Licensed insurance agent
Timeline
Licensed Insurance Sales Professional
USAA Insurance
02.2025 - Current
Claims Care Center Representative
American Family Insurance
01.2017 - 11.2024
Sales Associate
Bass Pro Shops
08.2016 - 01.2017
Waiter/Host
O'Hana Japanese Steakhouse
05.2013 - 06.2016
High School Diploma -
Kickapoo High School